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WealthShield Partners’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

WealthShield Partners’s Portfolio UJAN Stock Details UJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.7K Buy
629
+366
+139% +$15.8K ﹤0.01% 484
2025
Q4 		$11.4K Hold
263
– – ﹤0.01% 508
2025
Q3 		$11.1K Hold
263
– – ﹤0.01% 503
2025
Q2 		$10.6K Sell
263
-3,275
-93% -$127K ﹤0.01% 493
2025
Q1 		$135K Buy
3,538
+3,275
+1,245% +$128K 0.02% 347
2024
Q4 		$10.2K Hold
263
– – ﹤0.01% 445
2024
Q3 		$10K Hold
263
– – ﹤0.01% 447
2024
Q2 		$9.76K Hold
263
– – ﹤0.01% 424
2024
Q1 		$9.49K Buy
+263
New +$9.27K ﹤0.01% 426

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WealthShield Partners's UJAN Position: Q1 2026 in Review

WealthShield Partners increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 139% in Q1 2026, buying an estimated $15.8K and bringing the position to 629 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

WealthShield Partners first reported a position in UJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $135K in Q1 2025. 110 funds tracked by Wall St. Rank hold UJAN as of Q1 2026.

  • WealthShield Partners held 629 shares of Innovator US Equity Ultra Buffer ETF January worth $26.7K as of Q1 2026.
  • WealthShield Partners bought 366 Innovator US Equity Ultra Buffer ETF January shares in Q1 2026, an estimated $15.8K.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #484 holding.
  • WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
  • WealthShield Partners's Innovator US Equity Ultra Buffer ETF January position peaked at $135K in Q1 2025.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.